See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,143-100.0% | $163,182-100.0% | $357,791-100.0% |
| Participation rate | 0.0% | 92.9%-92.9pp | 83.4%-83.4pp | 85.6%-85.6pp |
| Annual return | 0.67% | -7.35%+8.0pp | -6.50%+7.2pp | 396.79%-396.1pp |
| Employer contribution / active EE | $0 | $3,882-100.0% | $2,768-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $7,931-100.0% | $5,547-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $29,740-100.0% | $20,882-100.0% | $28,387-100.0% |